Investment account titled under your partnership, LLC, LLP, etc.
Safe Harbor 401(k)
Profit Sharing Plan
Cash Balance Pension Plan
Custodial Roth and Brokerage accounts for Minors
(The type of account depends on how your child is employed in your business)
We bill an hourly rate for financial consulting services as a stand alone service. A retainer is required.
We do not require that you invest with us in order to receive help. It goes the other way around too: we can help you manage your investments as a stand-alone service.
During our onboarding, we will schedule a virtual live webinar with your team to educate them on the specific benefits in the retirement plan and how to take advantage of them. We record this webinar and give it to you as a resource to onboard any new employees.
Your staff can reach out to us any time with questions. Plus, we host an annual live investment education webinar for your team.
Of course! You don’t need a team to work with us.
We will help you select the proper type of retirement account to contribute towards that will simultaneously help you lower your taxes without affecting too much of your cash flow.